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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,226 hedge funds and large institutions have $14.6B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 330 increasing their positions, 389 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,226
Holders Change
+74
Holders Change %
+6.42%
% of All Funds
17.97%
Holding in Top 10
68
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.68%
% of All Funds
1%
New
154
Increased
330
Reduced
389
Closed
60
Calls
$932M
Puts
$521M
Net Calls
+$411M
Net Calls Change
-$106M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.57B
2
IMC Chicago
IMC Chicago
Illinois
$152M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$251M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$127M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
Squarepoint
Squarepoint
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$68.7M
4
Goldman Sachs
Goldman Sachs
New York
$197M
5
CA
Clearstead Advisors
Ohio
$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
401
AE Wealth Management
Kansas
$2.22M -$3.06M -6,076 -58%
SFMG
402
Sage Financial Management Group
Virginia
$2.22M -$54.8K -108 -2%
EW
403
Element Wealth
Mississippi
$2.21M -$36K -71 -2%
FMTC
404
Farmers & Merchants Trust Company
California
$2.2M +$570K +1,123 +35%
TWC
405
TD Waterhouse Canada
Ontario, Canada
$2.19M +$178K +344 +9%
NP
406
NorthRock Partners
Minnesota
$2.17M +$777K +1,526 +56%
TVWM
407
Tower View Wealth Management
Wisconsin
$2.16M +$27.9K +55 +1%
CT
408
Cambridge Trust
Massachusetts
$2.16M +$156K +308 +8%
VWM
409
Venturi Wealth Management
Texas
$2.15M – – –
SIC
410
Salem Investment Counselors
North Carolina
$2.14M – – –
SWC
411
Spectrum Wealth Counsel
Indiana
$2.12M +$2.12M +4,183 New
GW
412
GW & Wade
Massachusetts
$2.12M +$507 +1 +0%
WIC
413
Whitegate Investment Counselors
New Hampshire
$2.11M – – –
TPW
414
Transatlantique Private Wealth
New York
$2.1M -$5.07K -10 -0.2%
CA
415
Cambridge Advisors
Nebraska
$2.08M – – –
UB
416
UMB Bank
Missouri
$2.07M – – –
MGIA
417
Moneta Group Investment Advisors
Missouri
$2.06M -$15.7K -31 -0.8%
PCIA
418
Prime Capital Investment Advisors
Kansas
$2.01M +$817K +1,610 +68%
OSNBOA
419
Old Second National Bank of Aurora
Illinois
$2.01M +$111K +219 +6%
SIA
420
Soltis Investment Advisors
Utah
$2.01M – – –
IIM
421
InTrack Investment Management
Vermont
$2M +$845K +1,666 +73%
RWP
422
Revolve Wealth Partners
New Jersey
$2M -$25.9K -51 -1%
KWM
423
Kingsview Wealth Management
Oregon
$2M +$115K +226 +6%
WCM
424
WealthBridge Capital Management
Ohio
$2M +$36K +71 +2%
EIA
425
Eldridge Investment Advisors
New Hampshire
$1.99M -$11.7K -23 -0.6%
15 16
17
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